In the search for investments that bring another layer of performance, thematic funds have the potential to offer investors alpha over the long-term.
Mercer says ‘easy beta’ fading away
Easy returns driven by central bank policies are disappearing, putting pressure on fiduciaries to find alpha, said David Anderson, president of growth markets for Mercer.
Alpha skills coming under the spotlight
Fund manager performance will be increasingly scrutinised as the investment environment moves into a tougher post-crisis phase, according to separate reports from Mercer and BlackRock.